Garrett Wealth Advisory Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $755K | Buy |
|
|||||
|
2025
Q4 | $893K | Hold |
|
|||||
|
2025
Q3 | $832K | Hold |
|
|||||
|
2025
Q2 | $937K | Hold |
|
|||||
|
2025
Q1 | $818K | Sell |
|
|||||
|
2024
Q4 | $1.05M | Hold |
|
|||||
|
2024
Q3 | $749K | Hold |
|
|||||
|
2024
Q2 | $899K | Hold |
|
|||||
|
2024
Q1 | $850K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $98.3K | Buy |
|